Inheritance Tax
The latest news, updates and opinions on Inheritance Tax from the expert team here at MoneyWeek
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Inheritance tax investigations chase 14,000 bereaved families for underpaymentHMRC investigated a third more families over inheritance tax bills in the three years to April 2025 following a government crackdown on underpayments.
By Laura Miller Published
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How to navigate the inheritance tax paperwork maze in nine clear stepsFamilies who cope best with inheritance tax (IHT) paperwork are those who plan ahead, say experts. We look at all documents you need to gather, regardless of whether you have an IHT bill to pay.
By Laura Miller Published
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Inheritance tax investigations net HMRC an extra £246m from bereaved familiesHMRC embarked on almost 4,000 probes into unpaid inheritance tax in the year to last April, new figures show, in an increasingly tough crackdown on families it thinks have tried to evade their full bill
By Laura Miller Published
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How Junior ISAs could help with inheritance tax planningLooming inheritance tax changes will limit how much pension wealth can be passed on but more people may be maxing out their loved ones’ JISA allowance instead
By Marc Shoffman Published
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Six steps business owners should consider before April inheritance tax relief changeNew limits to inheritance tax-free allowances are coming in from the Spring that affect business owners. Those looking to sell or transfer their assets into a trust before the changes need to act now
By Laura Miller Published
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What is a trust – and should you use it to avoid inheritance tax?Trusts are surging in popularity as a way to avoid inheritance tax, according to new government figures and financial advisers on the frontline of estate planning. We look at what trusts are and if they are right for you.
By Laura Miller Last updated
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Could pensions inheritance tax rule change create a liquidity crisis for Sipp holders?Pension inheritance tax rule changes from April 2027 could create a liquidity crisis for some self-invested personal pensions (Sipps) holding commercial property. We reveal what you can do to mitigate the impact.
By Sam Walker Published
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Act now to avoid inheritance tax on your pension with this one simple changeA quick and easy paperwork change could avoid your children paying inheritance tax on your pension if you act now. Here’s how.
By Laura Miller Published
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Is your inheritance tax allowance cut if you sell to downsize or sell your home to pay for care?Downsizing relief is a little-known benefit that could save your loved ones tens of thousands of pounds in inheritance tax after you’ve died.
By Samantha Partington Published
